Harmony P (US) - Local Taxes

Harmony P (US) - Local Taxes

NOTE: This article only applies to USA Harmony customers. 

A local tax is imposed by your state, county, or municipality on its residents to fund public services, such as schools, highways, sewer maintenance, and more. They vary from one jurisdiction to the next. A "local tax" may also be referred to as a "municipal tax" or a "county tax". Harmony USA currently uses Symmetry as its tax engine, but local taxes are not included in the automatic tax table updates. This article will provide instructions on how you can set up your local taxes in the Payroll module to apply to your pay runs. 

Creating a Local Tax Payroll Category

  1. Navigate to Payroll Setup > Payroll Categories. 

  2. Click the "+ New" button to create a new payroll category. 

  3. Click the 'Tax' classification to create a new tax payroll category. 

  4. At the top-left corner, in the dropdown field, instead of 'Federal', select 'Local'

  5. Select the correct state in the new dropdown field that appears.

  6. Activate the toggle for "Status" to ensure it is active and can be used in your pay runs. 

  7. In the "Basis" field, select 'Percentage'

  8. In the "Paid by" field, select 'Employee'. 

  9. Enter the remaining fields as required, such as code and name. 

  10. In the "Percentage" field, enter the percentage for the local tax. You may also want to tick the "Always" checkbox to ensure that this percentage is always applied (otherwise, it may be changed on the employee level). 

  11. On the right side, tick the payroll categories that is subject to this local tax. 

  12. Click the save button to save your changes. 

NOTE: Remember to assign this payroll category to all applicable employees in their master paycards! Ensure that you also enable your new payroll category in the first step of the payroll wizard (Select Pay Period) when processing your next pay run. By default, new payroll categories are inactive in this step.